Cendrowski Corporate Advisors provides outsourced Family Office services that enable our clients to focus on their business and philanthropic interests. Our responsive tax and accounting specialists oversee internal financial operations and create custom solutions, so families can invest their time doing what matters most to them.
Comprehensive Tax Management Services for Family Offices
Our professional accounting staff provides support for all manner of accounting and tax functions, including financial reporting, tax compliance, and maintenance of tax basis records, either on an outsourced basis or as a special project. Clients count on us to manage:
- Back-office accounting and tax staff support
- Tailored family financial strategies and policies
- Philanthropic planning and administration
- Family governance and succession planning
We also periodically reassess operations to ensure the Family Office is operating efficiently and effectively.
Our experienced oversight of existing accounting and tax departments can serve as an alternative to investing in a full-time leader for the internal team. When needed, one of our trusted advisors can also function as an interim CFO, helping to analyze current risk and leverage opportunities for the Family Office and the organization.
Explore our expertise in:
AI helps diligence — until it doesn’t
AI is a great tool—but it’s not foolproof. It can speed up diligence, but you still have to verify every source and assumption. I’ve already seen major firms get burned by trusting AI outputs without review. Use it to enhance your process, not replace your judgment. That’s how you protect both your returns and your […]
Smart family offices keep leverage low for a reason
There’s a reason most family offices keep leverage low. After living through 2008–2010, many learned how quickly over-leverage can turn a paper fortune into a liquidity crisis. When capital calls come due and exits stall, debt becomes a liability you can’t unwind fast enough. Experienced investors know when to dial leverage up—or down—but for most, […]
Can’t hedge private stock? Here’s what family offices actually do
Roughly three-quarters of family offices are investing directly in private companies—and that creates a challenge: you can’t easily hedge private stock. The smart play? Hedge the debt, not the equity. Some offices also use structured lending against concentrated positions to manage downside risk while keeping some upside. Private markets don’t come with easy liquidity, […]